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TJ

Todd D. Jordan

Some features on this profile are disabled
CRD#: 2773178
TJ

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Todd Derek Jordan was a registered financial professional .

Todd is a previously registered financial professional and started their career in finance in 1997. Todd had worked at 5 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Jordan serves as the Chairman of Asia Leisure Capital, Ltd. a private venture fund that seeks investment opportunities in Southeast Asia in the entertainment and lodging industry. Mr. Jordan has served as chairman of this enterprise since 2013. The business in investment-related, in the sense that the venture seeks to make investments into existing enterprises, but does not provide investment advise or brokerage services to others. Asia Leisure Capital does not operate out of a physical location. Mr. Jordan's hours per month vary considerably, but are generally less than 10 hours per month.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

January 10, 2017 - December 18, 2023

HEDGEYE RISK MANAGEMENT, LLC

RIA
CRD#: 147272
STAMFORD, CT
Past

July 3, 2008 - December 31, 2016

HEDGEYE RISK MANAGEMENT, LLC

RIA
CRD#: 147272
STAMFORD, CT
Past

February 20, 2003 - January 25, 2005

THE BUCKINGHAM RESEARCH GROUP INCORPORATED

BD
CRD#: 13233
NEW YORK, NY
Past

February 26, 2001 - February 20, 2003

COMMERZ MARKETS LLC

BD
CRD#: 41957
NEW YORK, NY
Past

April 4, 2000 - February 26, 2001

DRESDNER KLEINWORT WASSERSTEIN - GRANTCHESTER, INC.

BD
CRD#: 24074
NEW YORK, NY
Past

April 16, 1997 - April 15, 2000

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
ST. PETERSBURG, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 6/25/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/4/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 87
Date: 11/15/2004
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
RR
Series 86
Date: 11/8/2004
Research Analyst Exam - Part I Analysis Module
General Industry/Product Exam
RR
Series 7
Date: 4/15/1997
General Securities Representative Examination

Current Firm

HR
HEDGEYE RISK MANAGEMENT, LLC
HEDGEYE RISK MANAGEMENT, LLC | RESEARCH EDGE, LLC | POTOMAC RESEARCH GROUP BY HEDGEYE

CRD#: 147272 / SEC#:

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Contact information

Main Address
1 High Ridge Park 3rd Floor, Stamford, CT 06905-1322
Mailing Address
Phone number
(203) 562-6500
Established
Firm type
Fiscal year end
# of Employees
79

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HEDGEYE RISK MANAGEMENT, LLC

CRD#: 147272

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